EVs

InsideEVs: link here.

EVs: link here. 

• scorecard
• cash burn 
• graphite
•  not for me. 
• "Energy transition is dead" is followed here. 
• EVs charging. 
• batteries.
  
• cold weather -- reality sets in -- January, 2024
• resale value -- a deal-breaker 

UPDATES

November 15, 2024: Trump transition team looks to end EV credits. Elon Musk supports, knowing Tesla can handle it better than his competitors.

November 4, 2024: Ford, Stellantis cutting, temporarily halting EV production.

October 18, 2024: Barra says GM will make a profit on EVs this year. Link here. GM's 3Q24 earnings.

October 6, 2024: bankrupt Fisker under SEC investigation over progress of bankruptcy.

October 3, 2024: EVGO jumps 64% on news of $1-billion guaranteed loan from US government. This is the charging company, not the EV auto company, Canoo (GOEV).

October 1, 2024: deep doo-doo for Stellantis. Jeep Wrangler EV recall over fires. Chinese cheap cars. And more.

September 6, 2024: Toyota slashes EV production plans at least through 2026.

September 4, 2024: EVs going nowhere.

• TWSJ: the VW story; nothing new, but a very, very credible source.
• AFP: new car sales in Europe pummeled as EV sales plunge.
• Evan: Volvo -- scraps EV plans. Holy mackerel!

September 1, 2024: cash burn.

September 1, 2024: CALPERS takes significant position in Lucid; slashes holdings in NVDA, Walmart, IBM.

September 1, 2024: nominee for Geico Rock Award.

August 29, 2024: Canoo (GOEV) departs California; relocates in Texas.

August 29, 2024: EV sales plummet in Germany.

August 28, 2024: GM delays Indiana battery factory.

August 22, 2024: the EV pullback -- worse than most expected.

August 8, 2024: Rivian -- best of breed.

July 25, 2024: holy mackerel! Ford reports massive losses on EVs and warranty costs. 

June 18, 2024: Fisker files for bankruptcy.

May 14, 2024: Fisker in bankrupcy mode? Link here.

May 11. 2024: shoring up cash.

May 9, 2024: Mercedes pulls back. Ryder reports a debacle.

May 6, 2024: Irrational exuberance.

April 25, 2024: Ford reports massive EV losses; 1Q24.

April 19, 2024: it's official. Bloomberg: the EV bust in Europe.

April 16, 2024: Americans don't want EVs.

April 16, 2024: watershed year: 2024.